Civic Intelligence

PTA Florida Congress - Hagerty High Ptsa

990EZ • Fiscal year 2018 • EIN 38-3720809

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 15, 2019

Organization Profile
3225 Lockwood BlvdOviedo, FL 32765

(407) 492-7024

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$9,228

Down $9,038 (-49%) from 2017

Net Assets

Down

$9,228

Down $9,038 (-49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin13th percentile

Revenue

Down

$33,931

Down $4,473 (-12%) from 2017

Expenses

Up

$42,969

Up $7,495 (+21%) from 2017

Net Income

Down

-$9,038

Down $11,968 (-408%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2017: $18,266Liabilities 2017: $0Net Assets 2017: $18,2662017Assets 2018: $9,228Liabilities 2018: $0Net Assets 2018: $9,2282018Assets 2019: $9,094Liabilities 2019: $0Net Assets 2019: $9,0942019

Highlighted filing

2018

Assets$9,228
Liabilities$0
Net Assets$9,228
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $38,404Expenses 2017: $35,474Net Income 2017: $2,9302017Revenue 2018: $33,931Expenses 2018: $42,969Net Income 2018: -$9,0382018Revenue 2019: $40,332Expenses 2019: $40,466Net Income 2019: -$1342019

Highlighted filing

2018

Revenue$33,931
Expenses$42,969
Net Income-$9,038
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.2
Gross Receipts
$54,470
Mission and Program Overview

Mission

High School PTSA

Program Services

DescriptionGrantsExpenses
High School PTSA--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula ReidyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress - Hagerty High Ptsa
EIN
38-3720809
Address
3225 LOCKWOOD BLVD, Oviedo, FL 32765

Signing Officer

Name
Valerie Oberson
Title
Treasurer
Phone
4074927024
Signed
2019-01-15
Discuss with paid preparer
No

Preparer

Firm
Central Florida Tax Solutions
Address
16331 Magnolia Bluff Dr, Montverde, FL 34756
Preparer
Jay Licari EA
Phone
4075442255
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSenior Activity 13,503Reconcilliation Adjestment 46”

Description of other expenses Part I line 16

“Description AmountFaculty Appreciation 2,970Arts Alive 50School Improvement Donation 10,000PTA Founders Day 50Senior Activities 12,393Admin Expenses 831Student Outreach 1,310PTSA Schlorship Program 7,000Insurance 255Coutny Dues 170Wishing Well 5,809”

Raw XML Appendix128 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02131
IRS990EZ/BooksInCareOfDetail/PersonNm0Valerie Oberson
IRS990EZ/BooksInCareOfDetail/PhoneNum04074927024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03880 Flowering Stream Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oviedo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/CostOfGoodsSoldAmt020539
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9038
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09228
IRS990EZ/GrossProfitLossSlsOfInvntryAmt018011
IRS990EZ/GrossReceiptsAmt054470
IRS990EZ/GrossSalesOfInventoryAmt038550
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02321
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paula Reidy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040838
IRS990EZ/OtherRevenueTotalAmt013549
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0High School PTSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0High School PTSA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042969
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033931
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08169
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052054
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt058879
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0110933
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0119102
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064677
IRS990ScheduleA/Total509Grp/TotalAmt0119102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0119102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSenior Activity 13,503Reconcilliation Adjestment 46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFaculty Appreciation 2,970Arts Alive 50School Improvement Donation 10,000PTA Founders Day 50Senior Activities 12,393Admin Expenses 831Student Outreach 1,310PTSA Schlorship Program 7,000Insurance 255Coutny Dues 170Wishing Well 5,809
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Valerie Oberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04074927024
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - HAGERTY HIGH PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0383720809
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 LOCKWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0Oviedo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032765
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0433D67319C77C49C67E9C81AA894484CBA326A01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0433D67319C77C49C67E9C81AA894484CBA326A01
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05020522019030s1ex1fc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-01-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.58.220.233
ReturnHeader/FilingSecurityInformation/IPDt02019-01-31
ReturnHeader/FilingSecurityInformation/IPTm011:10:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Central Florida Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016331 Magnolia Bluff Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montverde
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034756
ReturnHeader/PreparerPersonGrp/PhoneNum04075442255
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Licari EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-31T11:08:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,228
Liabilities
$0
Net assets
$9,228
Revenue
$33,931
Expenses
$42,969
Net income
-$9,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$40.3$40.5$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$33.9$43.0$9.04
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$38.4$35.5$2.93